Convergence Investment Partners, LLC
SEC Form 13F institutional filer · CIK 0001456133
13F-HR · 165 reported holdings · 2026-03-31
Reported long-US-equity value
$0.47B
Top-10 concentration
23.8%
Convergence Investment Partners, LLC — $473M AUM allocation strategy
Convergence Investment Partners, LLC files SEC Form 13F and reports $473M of long US equity value across 165 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.9%, followed by Communication Services 6.9% and Energy 4.5%.
The top 10 holdings account for 24% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Convergence Investment Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$473M
total across 165 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
24% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +80.8K sh · +$3.36M+$FLEX +42.8K sh · +$2.95M+$IVZ +41.9K sh · +$747K
Biggest trims (shares)
−$SYF −17.9K sh · −$2.06M−$CVS −14.1K sh · −$1.21M−$GILD −13.8K sh · −$1.2M
Exited to nil (held last quarter, gone now)
$APH ($3.39M last qtr)$ADBE ($3.26M last qtr)$FOXA ($2.39M last qtr)$GDDY ($2.21M last qtr)$HPE ($1.73M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.4%—
- Interactive Media & Services4.9%—
- Technology Hardware, Storage & Peripherals4.6%—
- Oil & Gas Refining & Marketing2.8%—
- Broadline Retail2.3%—
- Semiconductor Materials & Equipment2.3%—
- Integrated Telecommunication Services2.0%—
- Systems Software1.9%—
- Other holdings68.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 109K | $19M | +18.9K | 4.0% |
| $AVGO | Broadcom Inc | 43.2K | $13.4M | +12.1K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 40.7K | $11.7M | +7.9K | 2.5% |
| $GOOGL | Alphabet Inc | 39.9K | $11.4M | +9.06K | 2.4% |
| $AMZN | Amazon.com Inc | 52.5K | $10.9M | +23.6K | 2.3% |
| $LRCX | Lam Research Corporation | 50.9K | $10.9M | +11.6K | 2.3% |
| $T | AT&T Inc | 325K | $9.42M | +80.8K | 2.0% |
| $MSFT | Microsoft Corporation | 24.1K | $8.93M | +4.92K | 1.9% |
| $MU | Micron Technology Inc | 25K | $8.44M | -9.22K | 1.8% |
| $AAPL | Apple Inc | 32.8K | $8.33M | +783 | 1.8% |
…and 155 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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